Institutional Ownership Nuveen New York Municipal Value Fund (NNY)
This table provides information about the institutional ownership of Nuveen New York Municipal Value Fund (NNY). We have compiled data on the 39 institutions that hold shares in the stock, with a total of 4.33 Million shares, which have been reported (via 13F filing form) to have a value of $35.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
12,500
shares
|
$103,499
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Nov 15, 2024 Q3 2024 |
12,500
shares
|
$103,499
0.03% of portfolio
|
Q2 2024
New holding
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
Nov 12, 2024 Q3 2024 |
12,000
shares
|
$99,359
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
11,393
shares
|
$94,334
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
10,120
shares
|
$83,793
0.04% of portfolio
|
Q3 2024
Reduced 64.02%
|
|
|
Avestar Capital, LLC
|
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$82,800
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
2,400
shares
|
$19,872
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Citigroup Inc
|
Nov 12, 2024 Q3 2024 |
2,388
shares
|
$19,772
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,500
shares
|
$12,419
0.0% of portfolio
|
Q1 2020
Reduced 1.53%
|
|
|
Danda Trouve Investment Management, Inc.
|
Oct 14, 2022 Q3 2022 |
1,054
shares
|
$8,727
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
519
shares
|
$4,297
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
300
shares
|
$2,484
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
100
shares
|
$827
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|